|
51
|
Creative Planning
Overland Park,
Kansas
|
$1.47M
|
-$49.3K
|
-928
|
-3%
|
|
|
52
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.45M
|
+$340K
|
+6,402
|
+31%
|
|
|
53
|
Mission Wealth Management
Santa Barbara,
California
|
$1.43M
|
+$1.45M
|
+27,264
|
New
|
|
|
54
|
Gotham Asset Management
New York
|
$1.41M
|
+$1.42M
|
+26,750
|
New
|
|
|
55
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$1.39M
|
-$17.7K
|
-333
|
-1%
|
|
|
56
|
Steward Partners Investment Advisory
New York
|
$1.36M
|
+$274K
|
+5,165
|
+25%
|
|
|
57
|
Atlas Brown
Louisville,
Kentucky
|
$1.35M
|
-$20.2K
|
-381
|
-1%
|
|
|
58
|
Snowden Capital Advisors
New York
|
$1.28M
|
-$22K
|
-415
|
-2%
|
|
|
59
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$1.22M
|
-$23K
|
-434
|
-2%
|
|
|
60
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.19M
|
+$102K
|
+1,931
|
+9%
|
|
|
61
|
KDK Private Wealth Management
Houston,
Texas
|
$1.15M
|
-$7.64K
|
-144
|
-0.7%
|
|
|
62
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.13M
|
–
|
–
|
–
|
|
|
63
|
Jacobs Equity
Draper,
Utah
|
$1.12M
|
+$89.7K
|
+1,690
|
+9%
|
|
|
64
|
OneAscent Financial Services
Birmingham,
Alabama
|
$1.1M
|
+$249K
|
+4,686
|
+29%
|
|
|
65
|
Principal Securities
Des Moines,
Iowa
|
$1.04M
|
-$672K
|
-12,668
|
-39%
|
|
|
66
|
Sweeney & Michel
Chico,
California
|
$986K
|
+$4.14K
|
+78
|
+0.4%
|
|
|
67
|
Kestra Private Wealth Services
Austin,
Texas
|
$948K
|
-$31.8K
|
-600
|
-3%
|
|
|
68
|
MML Investors Services
Springfield,
Massachusetts
|
$873K
|
-$146K
|
-2,743
|
-14%
|
|
|
69
|
Nova Wealth Management
Bonita Springs,
Florida
|
$873K
|
+$41.5K
|
+781
|
+5%
|
|
|
70
|
American National Bank & Trust
Wichita Falls,
Texas
|
$849K
|
+$29.7K
|
+560
|
+4%
|
|
|
71
|
Meridian Wealth Management
Lexington,
Kentucky
|
$843K
|
+$235K
|
+4,433
|
+38%
|
|
|
72
|
Belpointe Asset Management
Reno,
Nevada
|
$829K
|
+$109K
|
+2,049
|
+15%
|
|
|
73
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$829K
|
+$109K
|
+2,049
|
+15%
|
|
|
74
|
Concurrent Investment Advisors
Tampa,
Florida
|
$791K
|
+$400K
|
+7,537
|
+100%
|
|
|
75
|
Partners Wealth Management
Carmel By The Sea,
California
|
$772K
|
-$4.35K
|
-82
|
-0.6%
|
|
